Improving the quality of life for older adults
We protect and preserve each client’s independence and dignity. We handle financial, health care and life management carefully and thoughtfully to allow our clients to live as independently as possible – for as long as possible.
Financial & Life Care Management
From bill pay to budget planning and fraud detection, we have the experience needed to give peace of mind.
Nurse Care Management
Providing wellness checks, Doctor appointment coordination, medical condition education and management, your well-being is paramount.
Fiduciary
Services
Our role as your named agent is to ensure your wishes for medical and financial decisions are followed.
Trust & Estate Administration
As an independent trustee and personal representative we handle everything from inventory and appraisal to distribution of assets.
we advocate for seniors in this stage of life
When Secure Aging Can Help
Client has little to no support from family members, or chooses not to impose.
Client memory is failing, forgets medications or is losing weight
Client wants to remain in own home as long as possible
Client / family has need for small trust administration
Client / family needs information about community services
Client / family needs unbiased information
Caregiver feels overwhelmed
Client needs oversight existing care
Client has bills that are piling up / or are unpaid
When there is abuse, neglect, or exploitation
Client needs a Power of Attorney, Health Care Surrogate or Successor Trustee
Client testimonials
We are so thankful for the feedback we receive from the families we help.
Thanks Melissa. I was glad to hear from you when you had a minute. I have passed along your information to my sister. We’ll keep a watch. It was very reassuring to hear that what we are seeing is typical for Mom’s age. Again, thank you. You just can’t put a price on the peace of mind you are giving my sister and me.
grateful DaughTer
Good morning,
This email is for Melissa and Laura. I am a clients younger daughter. My sister and I would like to thank you for all that you have done for our mom so far. She sounds incredible and relieved to have the assistance she needed.
Wonderful job ladies!
